Private Client Tax Senior in Leeds

Are you an experienced personal tax professional who enjoys building trusted client relationships and delivering expert advice? Do you want to join a forward-thinking firm that offers a supportive culture, technical challenge, and genuine career progression? This is an exciting opportunity for a Private Client Tax Senior to join a growing and well-respected accountancy and advisory firm in Leeds. You’ll take responsibility for a diverse portfolio of personal tax clients, from business owners and company directors to high-net-worth individuals, managing both compliance and advisory work.

The Role

As Private Client Tax Senior, you’ll manage the delivery of personal tax services to a range of clients, ensuring accuracy, efficiency, and exceptional client care. You’ll work closely with managers and directors to provide high-quality compliance and planning advice, while supporting the development of junior staff.

Key responsibilities include:

• Preparing and reviewing self-assessment tax returns for individuals, partnerships, and trusts
• Managing the annual personal tax compliance process for your client portfolio
• Providing advice on personal tax issues including income tax, capital gains tax, and inheritance tax
• Supporting advisory and planning projects such as succession planning, family wealth structuring, and residence/domicile matters
• Liaising with HMRC on behalf of clients and managing enquiries
• Building strong relationships with clients and acting as a trusted point of contact
• Keeping up to date with tax legislation and sharing insights with the wider team
• Supervising and mentoring junior team members to help them develop their technical skills

About You

You’ll be a proactive, technically strong tax professional who enjoys client interaction and continuous learning. You will:

• Be ATT qualified as a minimum, ideally CTA qualified or studying towards qualification.
• Have at least 2 years’ experience in a personal tax role within an accountancy practice.
• Possess strong technical knowledge of personal tax compliance and UK legislation.
• Be confident managing your own portfolio and liaising directly with clients.
• Demonstrate excellent attention to detail and strong problem-solving skills.
• Have clear communication skills and the ability to explain complex tax matters in plain language.
• Be organised, self-motivated, and comfortable working both independently and as part of a team.
• Experience in inheritance tax, capital gains tax, or trusts would be advantageous.

The Firm

This established and growing accountancy and advisory firm provides audit, accounting, tax, and business services to a wide variety of clients across the UK. Known for its people-first approach and collaborative culture, the firm offers a modern, flexible environment where your skills and contributions are valued. You’ll be joining a professional, supportive, and friendly team in Leeds that provides excellent opportunities for progression and professional development. The firm combines regional relationships with the resources and expertise of a larger national network.

What’s on Offer

• Competitive salary and benefits package.
• Hybrid and flexible working options.
• Exposure to a wide variety of personal tax cases and advisory projects.
• Study support for ATT or CTA qualifications (if applicable).
• Clear progression opportunities within a structured career path.
• Ongoing professional development and CPD.
• Supportive and collaborative working culture.

The Opportunity

This is a fantastic opportunity for an ambitious tax professional who’s ready to expand their technical expertise and take the next step in their career. You’ll gain hands-on exposure to complex advisory work while enjoying a healthy work-life balance in a forward-thinking firm. If you’re passionate about personal tax and want to develop your career in a supportive, people-focused environment, this could be your perfect next move.